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【行业深度】一文洞察2026年中国罐式集装箱行业发展前景及投资趋势研究报告
Sou Hu Cai Jing· 2026-01-09 02:03
相关上市企业:中集环科(301559)、四方科技(603339)、胜狮货柜(00716)、中信特钢(000708)、鞍钢股份(000898)、首钢股份(000959)、博 威合金(601137)、纽威股份(603699)、方正阀门(920082)、中鼎股份(000887)等。 内容概况:罐式集装箱是集装箱家族的主要成员之一,长期以来作为液体化工、液体食用品、清洁能源等的专业物流装备,在国际市场早已被证明其安全、 高效、绿色、经济的物流绩效水平。罐式集装箱进入中国市场走过了二十个春秋,如今,我国已经成为全球最大的罐式集装箱生产国,我国罐式集装箱占全 球产销量高达92%,全产品系列、全产业链配套能力、全面技术研发能力,在我国长三角地区形成了高效的罐式集装箱产业链。经过二十余年的发展,我国 形成了罐式集装箱生产、运营、租赁、堆场、清洗、检验等全链条服务能力,罐式集装箱广泛应用在国际航运市场,也大量出现在中国铁路上,中国罐式集 装箱已经成为运输物流市场不可或缺的重要领域。我国作为全球化工贸易第二大市场,作为全球第一人口大国的食品消费市场,罐式集装箱有着广阔的应用 空间。液体化工品、食品饮料、清洁能源等物流市场,是罐式 ...
胜狮货柜(00716) - 截至2025年12月31日股份发行人的证券变动月报表
2026-01-02 04:32
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年12月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 勝獅貨櫃企業有限公司 呈交日期: 2026年1月2日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00716 | 說明 | | | | | | | | | | 已發行股份(不包括庫存股份)數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 2,382,205,918 | | 0 | | 2,382,205,918 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 2,382,205,918 | | 0 ...
2025年全球及中国罐式集装箱行业发展历程、政策、生产量、重点企业及未来趋势研判:中国罐式集装箱产量达4万台,占全球产量的95%[图]
Chan Ye Xin Xi Wang· 2025-12-26 01:24
Core Insights - The article highlights the significant growth and dominance of China's tank container industry, which now accounts for 92% of global production and sales, establishing itself as a crucial player in the logistics of liquid chemicals, food, and clean energy [1][13]. Industry Overview - Tank containers are specialized logistics equipment for transporting liquid, gas, and bulk materials, recognized for their safety, efficiency, and environmental sustainability [4]. - The industry has evolved through four stages in China, from initial awareness in the 1950s to becoming the world's largest manufacturer by the 21st century [6][7]. Industry Development - China's tank container production is projected to reach 40,000 units in 2024, representing 95% of global output, with CIMC Anruihuan Technology maintaining a leading market share [1][13]. - The industry has developed comprehensive service capabilities, including production, operation, leasing, and inspection, making it indispensable in both international shipping and domestic rail transport [1][13]. Policy Environment - Recent policies have supported the growth of the tank container sector, emphasizing safe and environmentally friendly logistics for chemical products [8][9]. - The Ministry of Transport's initiatives aim to enhance port infrastructure and promote integrated transport solutions, targeting a 15% annual growth in container rail-water intermodal transport by 2027 [8]. Industry Chain - The tank container industry chain includes upstream raw materials, midstream manufacturing, and downstream applications in energy, chemicals, and food sectors [9]. - The steady growth in China's oil and gas production is expected to drive demand for tank containers, facilitating the transport of liquid and gaseous energy products [10]. Current Market Trends - The global tank container market saw a production peak in 2022, but a decline is anticipated in 2024 due to reduced demand and overcapacity, with China's production dominating at 95% [11]. - The global tank container fleet is projected to reach 882,000 units by the end of 2024, reflecting a stable growth trend [11]. Key Companies - Major players in the tank container industry include CIMC Anruihuan Technology, Sifang Technology, and Shengsi Container, which have replaced foreign manufacturers due to their competitive advantages [16]. - CIMC Anruihuan Technology focuses on the design, production, and lifecycle services of tank containers, while Sifang Technology specializes in cold chain equipment and tank containers [16][17]. Future Trends - The industry is expected to evolve towards high-end, green, and intelligent solutions, incorporating advanced materials and technologies to enhance efficiency and sustainability [18][19][20]. - Innovations will include the use of lightweight materials, modular designs, and IoT integration for real-time monitoring and optimization of logistics processes [19][20].
胜狮货柜(00716.HK)与太平船务签订2026年主服务合同
Ge Long Hui· 2025-12-19 10:14
Core Viewpoint - The company has signed a main service contract with Taiping Shipping Group for container yard and logistics services, effective from January 1, 2026, to December 31, 2028 [1] Group 1 - The contract is referred to as the 2026 main service contract [1] - The agreement will enhance the company's service offerings in the logistics sector [1] - The contract duration spans three years, indicating a long-term partnership with Taiping Shipping Group [1]
胜狮货柜(00716) - 2026年主服务合同之持续关连交易
2025-12-19 10:06
香 港 交 易 及 結 算 所 有 限 公 司 及 香 港 聯 合 交 易 所 有 限 公 司 對 本 公 告 的 內 容 概 不 負 責,對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明,並 明 確 表 示,概 不 對 因 本 公 告 全 部 或 任 何 部 份 內 容 而 產 生 或 因 倚 賴 該 等 內 容 而 引 致 的 任 何 損 失 承 擔 任 何 責 任 。 勝 獅 貨 櫃 企 業 有 限 公 司 SINGAMAS CONTAINER HOLDINGS LIMITED ( 於香港 註 冊 成 立 之 有 限 公 司 ) (股 份 代號: 716) 2026年主服務合同之 持續關連交易 2026年主服務合同之 持 續 關 連 交易 茲提 述 本公 司 日期 為 2022年12月30日 之公 告,內 容 有關 本公 司(代 表 本集 團 )與太 平 船 務(代 表 太平 船 務 集 團 )簽 訂 2023年 主 服 務 合 同 , 據此 本 集團 為 由太 平船 務 集團 管 理及 /或擁有之 集 裝箱 提供 服 務,包 括但 不 限於 集 裝箱 處理、集 裝箱 堆 存、交收、檢 ...
胜狮货柜(00716) - 截至2025年11月30日股份发行人的证券变动月报表
2025-12-01 02:34
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年11月30日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 勝獅貨櫃企業有限公司 呈交日期: 2025年12月1日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00716 | 說明 | | | | | | | | | | 已發行股份(不包括庫存股份)數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 2,382,205,918 | | 0 | | 2,382,205,918 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 2,382,205,918 | | 0 ...
ST泉为(300716.SZ)拟向蔡捷旋转让亿米新能源40%股权
智通财经网· 2025-11-06 14:04
Core Viewpoint - ST Quanwei (300716.SZ) plans to transfer 40% equity of its wholly-owned subsidiary, Shenzhen Yimi New Energy Co., Ltd., to external investor Cai Jiexuan for a transfer price of RMB 0 due to unpaid registered capital [1] Group 1 - The transaction will reduce the company's ownership in Shenzhen Yimi New Energy from 100% to 60% [1] - Shenzhen Yimi New Energy will still be included in the consolidated financial statements of the listed company after the transaction [1] - The introduction of external investors is expected to optimize resource allocation and provide financial support for the subsidiary [1]
胜狮货柜(00716) - 截至2025年10月31日股份发行人的证券变动月报表
2025-11-03 03:10
股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年10月31日 狀態: 新提交 致:香港交易及結算所有限公司 公司名稱: 勝獅貨櫃企業有限公司 呈交日期: 2025年11月3日 I. 法定/註冊股本變動 不適用 FF301 第 1 頁 共 10 頁 v 1.1.1 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00716 | 說明 | | | | | | | | | | 已發行股份(不包括庫存股份)數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 2,382,205,918 | | 0 | | 2,382,205,918 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 2,382,205,918 | | 0 ...
ST泉为(300716.SZ):第三季度净亏损2201.40万元
Ge Long Hui A P P· 2025-10-22 14:56
Core Viewpoint - ST Quanwei (300716.SZ) reported a significant decline in revenue and a substantial net loss for the third quarter of 2025, indicating severe financial distress [1] Financial Performance - The company's operating revenue for the third quarter was 573,300 yuan, representing a year-on-year decrease of 99.04% [1] - The net profit attributable to shareholders of the listed company was -22.01 million yuan [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -20.60 million yuan [1]
ST泉为(300716.SZ)发布前三季度业绩,归母净亏损5880.85万元
智通财经网· 2025-10-22 13:58
Core Insights - ST Quanwei (300716.SZ) reported a significant decline in revenue for the first three quarters of 2025, with total revenue reaching 46.78 million yuan, representing a year-on-year decrease of 77.24% [1] - The company recorded a net loss attributable to shareholders of 58.81 million yuan, indicating financial distress [1] - The net loss attributable to shareholders, excluding non-recurring gains and losses, was 56.60 million yuan, further highlighting the company's challenging financial situation [1]